PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$142K
3
+$140K
4
AAPL icon
Apple
AAPL
+$119K
5
PFIS icon
Peoples Financial Services
PFIS
+$117K

Top Sells

1
+$449K
2
+$265K
3
+$240K
4
MO icon
Altria Group
MO
+$213K
5
FMC icon
FMC
FMC
+$119K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76K 0.05%
2,600
127
$75K 0.05%
1,000
128
$74K 0.05%
654
129
$74K 0.05%
1,600
130
$73K 0.05%
1,050
-75
131
$71K 0.04%
+500
132
$70K 0.04%
650
133
$66K 0.04%
3,233
134
$66K 0.04%
2,230
135
$66K 0.04%
2,102
136
$58K 0.04%
522
-66
137
$54K 0.03%
6,225
138
$52K 0.03%
3,352
139
$51K 0.03%
2,000
140
$51K 0.03%
3,389
-1,179
141
$50K 0.03%
1,500
142
$50K 0.03%
3,702
+124
143
$47K 0.03%
1,094
-141
144
$47K 0.03%
3,111
145
$46K 0.03%
400
146
$45K 0.03%
3,294
147
$44K 0.03%
200
148
$43K 0.03%
1,500
149
$42K 0.03%
+1,500
150
$42K 0.03%
350
+25
4 5
6
7 8